What is CredentialCache Class in CRM SDK

The CredentialCache class stores credentials for multiple Internet resources. Applications that need to access multiple resources can store the credentials for those resources in a CredentialCache instance that then provides the proper set of credentials to the Internet resource when required. When the GetCredential method is called, it compares the Uniform Resource Identifier (URI) and authentication type provided with those stored in the cache and returns the first set of credentials that match.

The DefaultCredentials property contains the system credentials of the current security context. For client applications, these represent the user name, password, and domain of the user who is currently logged in. For ASP.NET applications, the default credentials are the user credentials of the logged-in user or the user being impersonated.

How to cancel Save Operation in MS CRM4.0

Pass this line of code to prevent saving the current items in CRM.
// Cancel the save operation.
event.returnValue = false;

Read-Only fields Values don’t get saved in the database.

After changing the value of a read-only field with JavaScript the new value will not be saved into the database.

To save the newvalue set the ForceSubmit property of the field to true.

crmForm.all.new_customfield.ForceSubmit = true;

Attach an Event for a Lookup in JavaScript MS CRM 4.0

Some time we required to call a JavaScript function after selection the Lookup value for this use the below line of code to attach event.

crmForm.all.objectid.attachEvent("onafterselect", javaScriptFunctionName);

Attaching to Processes

Now that you have the plug-in registered, you are ready to start debugging. You need to attach to W3WP.exe(for synchronous services) to attach to plug-ins since they run within IIS. To attach to workflows you need to attach to the CRM async service which is Crmasyncservice.exe(for asynchronous services).

Hiding System defined Views in CRM 4.0

Some time user required to hide some system defined views from any entity in CRM 4.0,
to do this we need to create a plug-in.

For Example: hare you can hide "All My Leads" and "My Closed Leads" view's from my lead entity.

Use the following code:

using System;
using System.Collections.Generic;
using System.Text;
using System.Collections;
using Microsoft.Crm.Sdk;
using Microsoft.Crm.Sdk.Metadata;
using Microsoft.Crm.Sdk.Query;
using Microsoft.Crm.SdkTypeProxy;

namespace HideViewsPlugin
{
public class HideViews : IPlugin
{
public void Execute(IPluginExecutionContext context)
{
// Query the SavedQueryBase table to retrieve the Query Id for an attribute savedqueryid
Guid[] Views = new Guid[] {
new Guid("5F001E93-3C6D-DE11-991A-0019B9F5ED8F"), //All My Leads
new Guid("36AA1011-4F6C-DE11-991A-0019B9F5ED8F"), //My Closed Leads
};

if (context.InputParameters != null && Views.Length > 0)
{
if (context.InputParameters.Properties.Contains(ParameterName.Query))
{
QueryExpression qe = (QueryExpression)context.InputParameters.Properties[ParameterName.Query];

//only apply this action if the query is for 'views' or saved queries
if (qe.EntityName == "savedquery")
{
if (qe.Criteria != null)
{
if (qe.Criteria.Conditions != null)
{
//Append more condition logic to the default query that's used by CRM. In this case, I filtered on the savedqueryid to exclude the views from the Ids identified above.
//This conditional expression hide only two defined Views
ConditionExpression queryCondition = new ConditionExpression("savedqueryid", ConditionOperator.NotIn, Views);

OR

//If you required to hide all the Views starting from a specific string then use the below defined ConditionExpression

/*The query is edited to look at views not starting with "Hidden" at the begining of the View Name*/

//ConditionExpression queryCondition = new ConditionExpression("name", ConditionOperator.NotLike, "Hidden%");

qe.Criteria.Conditions.Add(queryCondition);
context.InputParameters.Properties[ParameterName.Query] = qe;
}
}
}
}
}
}
}
}

Now register this plug-in and register one more Step for this plug-in,Parametters those required for step are given below:

Meggage: RetrieveMultiple
Primary Entity: savequery
Eventing Pipline: Pre Stage
Execution Mode: Synchronous
Step Deployment: Server
Triggering Pipeline: Parent Pipeline

Create a task through JavaScript after using Web Service in MS CRM 4.0

Some times we required to create a task for a user through JavaScript, you can do this by the following code

Here you can pass your Description ,Owner, Regarding,subject and created By parametters.

function CreateTask(MangerID,CreatedByID)
{
var CurrentQuoteID = crmForm.all.quotenumber.DataValue;
var xml = "" +
"<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
"<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" +
GenerateAuthenticationHeader() +
" <soap:Body>" +
" <Create xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" +
" <entity xsi:type=\"task\">" +
" <description>Your Message "+ CurrentQuoteID + "</description>" +
" <ownerid>" + MangerID + "</ownerid>" +
" <regardingobjectid type=\"quote\">" + crmForm.ObjectId + "</regardingobjectid>" +
" <subject>Your Subject "+ CurrentQuoteID + "</subject>" +
" <createdby>" + CreatedByID + "</createdby>" +
" </entity>" +
" </Create>" +
" </soap:Body>" +
"</soap:Envelope>" +
"";

var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");

xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Create");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);

var resultXml = xmlHttpRequest.responseXML;
}